JOSEPH B M N TW R ALBRIGHT: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- JOSEPH B M N TW R ALBRIGHT (EIN 23-6273240)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-05-08
- IRS object ID
- 202331289349102103
- Schema version
- 2022v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Investments Other Schedule2
- Other Decreases Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-05-08T11:00:29-05:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 134008324 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PRICEWATERHOUSECOOPERS LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 301 GRANT STREET | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15219 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 236273240 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOSEPH B M N TW R ALBRIGHT | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JOSE | BusinessNameControlTxt |
| Phone | 8888055689 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 185 | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 152300185 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MICHAEL STAGIS | PersonNm |
| Person Title | VICE PRESIDENT | PersonTitleTxt |
| Phone | 8888055689 | PhoneNum |
| Signature | 2023-03-25 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SHAWN P HANLON | PreparerPersonNm |
| PTIN | P00965923 | PTIN |
| Phone | 4123556000 | PhoneNum |
| Preparation | 2023-03-25 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
Additional Filer Information AdditionalFilerInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | TrustedCustomerGrp |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $79,209 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $1,789 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,738 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$20 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $72,935 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $1,769 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,738 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $1,504 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $877 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $602 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $0 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $294 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $25 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Tot Opr Expenses Rev And Expnss | $1,798 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $902 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $602 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $4,584 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $4,584 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $6,382 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $902 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $5,186 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$4,613 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $836 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $4,394 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,821 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,821 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Investments BOY | $84,505 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $82,466 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $77,388 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $88,899 | TotalAssetsBOYAmt |
| Total Assets EOY | $84,287 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $79,209 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $88,899 | CapitalStockBOYAmt |
| Capital Stock EOY | $84,287 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $88,899 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $84,287 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $88,899 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $84,287 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $88,899 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$4,613 | ExcessRevenueOverExpensesAmt |
| Other Increases | $5 | OtherIncreasesAmt |
| Subtotal | $84,291 | SubtotalAmt |
| Other Decreases | $4 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $84,287 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (52 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 106.204 BNY MELLON TAX-SENSITIVE LARGE CAP-M | 2021-12-21 | 2022-02-07 | $2,119 | $2,198 | -$79 | -$79 | |
| 1226.669 BNY MELLON TAX-SENSITIVE LARGE CAP-M | 2013-01-24 | 2022-02-07 | $24,472 | $16,664 | $7,808 | $7,808 | |
| 124.519 BNY MELLON SMALL CAP STK FD CL M SHS | 2021-11-04 | 2022-02-22 | $2,597 | $3,206 | -$609 | -$609 | |
| .855 BNY MELLON SMALL CAP STK FD CL M SHS | 2020-11-13 | 2022-02-22 | $18 | $18 | |||
| 2.372 BNYM GLBL RL RTRN -Y | 2021-11-04 | 2022-02-22 | $39 | $42 | -$3 | -$3 | |
| 1.645 BNYM GLBL RL EST SEC-Y | 2021-11-04 | 2022-02-22 | $16 | $18 | -$2 | -$2 | |
| 29.368 DFA EMERG MKTS CORE EQUITY | 2021-11-04 | 2022-02-22 | $730 | $740 | -$10 | -$10 | |
| .217 FIDELITY ADV INTL SM CAP-Z | 2021-11-04 | 2022-02-22 | $7 | $8 | -$1 | -$1 | |
| 5.834 GATEWAY TR | 2021-11-04 | 2022-02-22 | $225 | $236 | -$11 | -$11 | |
| 5.659 GOLDMAN SACHS ABS RETURN TR FUND - I | 2021-11-04 | 2022-02-22 | $54 | $61 | -$7 | -$7 | |
| 6.189 NEUBERGER BERMAN LONG SH-INS | 2021-11-04 | 2022-02-22 | $106 | $112 | -$6 | -$6 | |
| 52.172 BNY MELLON MID CAP STK FD CL M | 2021-12-14 | 2022-08-01 | $959 | $1,102 | -$143 | -$143 | |
| 167.802 BNY MELLON MID CAP STK FD CL M | 2020-11-13 | 2022-08-01 | $3,084 | $3,475 | -$391 | -$391 | |
| 142.347 BNY MELLON SMALL CAP STK FD CL M SHS | 2020-11-13 | 2022-08-01 | $2,864 | $2,954 | -$90 | -$90 | |
| 4.266 BNYM GLBL RL RTRN -Y | 2021-11-04 | 2022-08-01 | $69 | $76 | -$7 | -$7 | |
| 1.626 BNYM GLBL RL EST SEC-Y | 2021-11-04 | 2022-08-01 | $15 | $17 | -$2 | -$2 | |
| 174.837 BNYM YLD ENHAN STRAT-Y | 2014-03-24 | 2022-08-01 | $1,958 | $2,190 | -$232 | -$232 | |
| 135.672 DFA EMERG MKTS CORE EQUITY | 2021-11-04 | 2022-08-01 | $2,856 | $3,420 | -$564 | -$564 | |
| 33.044 DFA EMERG MKTS CORE EQUITY | 2020-03-05 | 2022-08-01 | $696 | $652 | $44 | $44 | |
| 19.783 D F A COMMODITY STRATEGY PORT | 2021-11-04 | 2022-08-01 | $111 | $143 | -$32 | -$32 | |
| 38.305 FIDELITY ADV INTL SM CAP-Z | 2021-11-04 | 2022-08-01 | $1,046 | $1,365 | -$319 | -$319 | |
| 4.04 GOLDMAN SACHS ABS RETURN TR FUND - I | 2021-11-04 | 2022-08-01 | $37 | $43 | -$6 | -$6 | |
| 12. ISHARES CORE MSCI EAFE ETF | 2021-11-03 | 2022-08-01 | $745 | $932 | -$187 | -$187 | |
| 59. ISHARES S&P 500 INDEX FUND | 2022-02-07 | 2022-11-04 | $22,291 | $26,608 | -$4,317 | -$4,317 | |
| 3. ISHARES S&P 500 INDEX FUND | 2022-08-01 | 2022-11-04 | $1,133 | $1,239 | -$106 | -$106 | |
| 70. ISHARES CORE MSCI EAFE ETF | 2021-11-03 | 2022-11-04 | $3,991 | $5,436 | -$1,445 | -$1,445 | |
| CAPITAL GAIN DIVIDENDS | $697 | P | |||||
| CAPITAL GAIN DIVIDENDS | $697 | P | |||||
| CAPITAL GAIN DIVIDENDS | $697 | P | |||||
| CAPITAL GAIN DIVIDENDS | $697 | P | |||||
| CAPITAL GAIN DIVIDENDS | $697 | P | |||||
| CAPITAL GAIN DIVIDENDS | $697 | P | |||||
| CAPITAL GAIN DIVIDENDS | $697 | P | |||||
| CAPITAL GAIN DIVIDENDS | $697 | P | |||||
| CAPITAL GAIN DIVIDENDS | $697 | P | |||||
| CAPITAL GAIN DIVIDENDS | $697 | P | |||||
| CAPITAL GAIN DIVIDENDS | $697 | P | |||||
| CAPITAL GAIN DIVIDENDS | $697 | P | |||||
| CAPITAL GAIN DIVIDENDS | $697 | P | |||||
| CAPITAL GAIN DIVIDENDS | $697 | P | |||||
| CAPITAL GAIN DIVIDENDS | $697 | P | |||||
| CAPITAL GAIN DIVIDENDS | $697 | P | |||||
| CAPITAL GAIN DIVIDENDS | $697 | P | |||||
| CAPITAL GAIN DIVIDENDS | $697 | P | |||||
| CAPITAL GAIN DIVIDENDS | $697 | P | |||||
| CAPITAL GAIN DIVIDENDS | $697 | P | |||||
| CAPITAL GAIN DIVIDENDS | $697 | P | |||||
| CAPITAL GAIN DIVIDENDS | $697 | P | |||||
| CAPITAL GAIN DIVIDENDS | $697 | P | |||||
| CAPITAL GAIN DIVIDENDS | $697 | P | |||||
| CAPITAL GAIN DIVIDENDS | $697 | P | |||||
| CAPITAL GAIN DIVIDENDS | $697 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$20 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $12 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $12 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $12 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $184 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $184 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $172 | OverpaymentAmt |
| Applied To ES Tax | $12 | AppliedToESTaxAmt |
| Refund | $160 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | PA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BNY MELLON NA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8888055689 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 185 | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 152300185 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BNY MELLON N A | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 185 | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 152300185 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 1 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $1,504 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $82,433 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $3,020 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $85,453 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $85,453 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,282 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $84,171 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $4,209 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $4,209 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $12 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $12 | TotalTaxAmt |
| Distributable Before Adj | $4,197 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $4,197 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $4,197 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $5,186 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $5,186 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $4,197 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $363 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $696 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $27 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $695 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $482 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,263 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $5,186 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $4,197 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $989 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $3,252 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $363 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $2,889 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $696 | ExcessFromYear4Amt |
| Excess From Year3 | $27 | ExcessFromYear3Amt |
| Excess From Year2 | $695 | ExcessFromYear2Amt |
| Excess From Year1 | $482 | ExcessFromYear1Amt |
| Excess From Current Year | $989 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (2 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| YORK HEALTH FDN | |||||||
| 2500 S GEORGE STREET | YORK | PA | 17403 | NONE | PC | GENERAL OPERATING | $3,072 |
| BENEVOLENT ASSOCIATION-YORK | |||||||
| PO BOX 5041 | YORK | PA | 174055041 | NONE | PC | GENERAL OPERATING | $1,512 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $4,584 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,789 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$20 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $1,769 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,769 | TotalIncomeProducingActyAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Rln Of Acty To Accom Of Exmpt Prps | RlnOfActyToAccomOfExmptPrpsGrp |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (19 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| 05569M434 BNY MELLON TAX-SENSI | |||
| 05569M509 BNY MELLON MID CAP S | AT COST | $3,903 | $4,042 |
| 05569M830 BNY MELLON BOND FD C | AT COST | $18,227 | $15,944 |
| 05588L888 BNYM YLD ENHAN STRAT | AT COST | $4,683 | $4,092 |
| 233203421 DFA EMERG MKTS CORE | AT COST | $2,942 | $3,003 |
| 05569M806 BNY MELLON SMALL CAP | AT COST | $3,301 | $2,946 |
| 46432F842 ISHARES CORE MSCI EA | |||
| 38145N220 GOLDMAN SACHS ABS RE | AT COST | $992 | $815 |
| 31618H283 FIDELITY ADV INTL SM | AT COST | $1,663 | $1,268 |
| 05587N794 BNYM GLBL RL RTRN -Y | AT COST | $1,789 | $1,460 |
| 05588F709 BNYM GLBL RL EST SEC | AT COST | $1,056 | $729 |
| 367829884 GATEWAY TR | AT COST | $5,482 | $4,936 |
| 23320G463 D F A COMMODITY STRA | AT COST | $1,022 | $734 |
| 64128R608 NEUBERGER BERMAN LON | AT COST | $3,008 | $2,635 |
| 464287507 ISHARES TR S&P MIDCA | AT COST | $4,014 | $3,870 |
| 92206C730 VANGUARD RUSSELL 100 | AT COST | $23,317 | $23,699 |
| 464287465 ISHARES MSCI EAFE IN | AT COST | $3,950 | $4,267 |
| 464287804 ISHARES TR S & P SMA | AT COST | $2,038 | $1,893 |
| 464287457 ISHARES 1-3 YEAR TRE | AT COST | $1,079 | $1,055 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ROUNDING | Desc |
| Amt | $4 | Amt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MUTUAL FUND TIMING ADJ | Desc |
| Amt | $5 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $19 | $19 | $0 |
| FEDERAL TAX PAYMENT - PRIOR YE | $85 | $0 | $0 |
| FEDERAL ESTIMATES - PRINCIPAL | $184 | $0 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $6 | $6 | $0 |